Civic Intelligence

Findley Oaks Elementary PTA

990EZ • Fiscal year 2022 • EIN 58-2126378

Jul 01, 2022 to Aug 19, 2022 • Filed on Jan 09, 2024

5880 Findley Chase DriveDuluth, GA 30097-1421

(770) 497-3800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $22,708 (-100%) from 2021

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$16,375

Up $2,594 (+19%) from 2021

Expenses

Up

$45,908

Up $17,466 (+61%) from 2021

Net Income

Down

-$29,533

Down $14,872 (-101%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2012: $9,173Liabilities 2012: $02012Assets 2013: $8,419Liabilities 2013: $02013Assets 2014: $5,000Liabilities 2014: $02014Assets 2015: $9,391Liabilities 2015: $02015Assets 2016: $5,541Liabilities 2016: $02016Assets 2017: $13,220Liabilities 2017: $02017Assets 2018: $19,379Liabilities 2018: $02018Assets 2019: $25,782Liabilities 2019: $02019Assets 2020: $37,369Liabilities 2020: $02020Assets 2021: $22,708Liabilities 2021: $02021Assets 2022: $29,533Net Assets 2022: $29,5332022Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $66,744Expenses 2012: $73,930Net Income 2012: -$7,1862012Revenue 2013: $60,067Expenses 2013: $60,821Net Income 2013: -$7542013Revenue 2014: $80,545Expenses 2014: $83,964Net Income 2014: -$3,4192014Revenue 2015: $48,124Expenses 2015: $43,732Net Income 2015: $4,3922015Revenue 2016: $35,412Expenses 2016: $39,263Net Income 2016: -$3,8512016Revenue 2017: $43,576Expenses 2017: $35,896Net Income 2017: $7,6802017Revenue 2018: $64,729Expenses 2018: $58,571Net Income 2018: $6,1582018Revenue 2019: $62,379Expenses 2019: $55,976Net Income 2019: $6,4032019Revenue 2020: $42,437Expenses 2020: $30,850Net Income 2020: $11,5872020Revenue 2021: $13,781Expenses 2021: $28,442Net Income 2021: -$14,6612021Revenue 2022: $45,216Expenses 2022: $38,392Net Income 2022: $6,8242022Revenue 2022: $16,375Expenses 2022: $45,908Net Income 2022: -$29,5332022

Highlighted filing

2022

Revenue$16,375
Expenses$45,908
Net Income-$29,533
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Aug 19, 2022
Signed
Jan 9, 2024
Return Version
2022v5.0
Gross Receipts
$16,375
Mission and Program Overview

Mission

PTA advocating for the Students/Community at FOE School.

Program Services

DescriptionGrantsExpenses
School Support Program provides for Electronic Sign, Electricity payments for Electronic Sign and Recycling.-$12,992
Campus Beautification - Supports Landscaping.-$530
Membership Program Supports - Fundraisers Expense, Sneak Peek, Teacher Grant and Yearbook.-$350
Community Relations Program Supports Class Parties-$179
Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelby McMahonPresidentPT$0--
Candace HanPresidentPT$0--
Lindsay EtienneTreasurerPT$0--
Christina MonteiroSecretary-$0--
Beth LoucheVP Findley Events-$0--
OpenVP Student Support-$0--
OpenVP Business Partners-$0--
Jen HedrickVP Budget Membership-$0--
Filing and Contact Details

Filer

Filer Name
Findley Oaks Elementary PTA
EIN
58-2126378
Phone
7704973800
Address
5880 Findley Chase Drive, Duluth, GA 30097-1421

Signing Officer

Name
Lindsay Etienne
Title
Treasurer
Phone
7704973800
Signed
2024-01-09
Discuss with paid preparer
Yes

Preparer

Preparer
Sherry Flagg
Phone
7706678454
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements. Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part III, Line 31

School Support Program provides for Electronic Sign, Electricity payments for Electronic Sign and Recycling. Grants and allocations 0, Program service expenses 12,992

Form 990-EZ, Part I, Line 8, Other Revenue

Administrative Revenue 1,943

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Cash Donation, Grantee Findley Oaks Ele Parent Tea. Org. 5880 Findley Chase Drive Johns Creek GA 30097, Cash Grant 31,408, Relationship

Form 990-EZ, Part I, Line 16, Other Expenses

Campus Beautification 530

Form 990-EZ, Part I, Line 16, Other Expenses

Membership Expense 350

Form 990-EZ, Part I, Line 16, Other Expenses

Events and Activities 179

Form 990-EZ, Part I, Line 16, Other Expenses

Administrative Expense 450

Form 990-EZ, Part I, Line 16, Other Expenses

School Support Expense 12,991

Raw XML Appendix203 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Candace Han
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Christina Monteiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth Louche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Open
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Open
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jen Hedrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Findley Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Student Support
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Business Partners
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Budget Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014500
IRS990EZ/OtherRevenueTotalAmt01943
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA advocating for the Students/Community at FOE School.
IRS990EZ/ProgramServiceRevenueAmt03090
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Membership Program Supports - Fundraisers Expense, Sneak Peek, Teacher Grant and Yearbook.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Relations Program Supports Class Parties
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4School Support Program provides for Electronic Sign, Electricity payments for Electronic Sign and Recycling.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0530
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt312992
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt045908
IRS990EZ/TotalProgramServiceExpensesAmt014051
IRS990EZ/TotalRevenueAmt016375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017125
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067375
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0214414
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-08-18
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0883337737
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt031408
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Actual Cost
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05880 Findley Chase Drive
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Support Program supports Grade levels events and activities, Field Day, Fundraisers-Fun Run and Spring, Staff Appreciation, Welcome Back Lunch, Class Shirts and School Improvements. Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Support Program provides for Electronic Sign, Electricity payments for Electronic Sign and Recycling. Grants and allocations 0, Program service expenses 12,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative Revenue 1,943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Cash Donation, Grantee Findley Oaks Ele Parent Tea. Org. 5880 Findley Chase Drive Johns Creek GA 30097, Cash Grant 31,408, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Campus Beautification 530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Expense 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Events and Activities 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Administrative Expense 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School Support Expense 12,991
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BusinessOfficerGrp/PhoneNum07704973800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-09
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ReturnHeader/Filer/EIN0582126378
ReturnHeader/Filer/PhoneNum07704973800
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ReturnHeader/Filer/USAddress/CityNm0Duluth
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ReturnHeader/PreparerPersonGrp/PhoneNum07706678454
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Flagg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-09T06:22:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Etienne
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02022-08-19
ReturnHeader/TaxYr02022

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Filings